Contracting Information A through L - AGA, Inc.

Contracting Information A - L

Aetna

Contracting

 

Thank you for your interest in marketing Aetna Medicare and SilverScript through Applied General Agency. Aetna uses an online contracting system and we will need some information to get the process started.

To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. After you return the 5.6 Add Carrier Request you will receive an invitation with a link to begin contracting in a few days. Click on the link to begin contracting.

Aetna: Invitation

You will be asked if you already have access to the Aetna Producer World. If you do not, you will be asked to register. After you are registered for Producer World, click back on the contracting link and log in using your Username and Password.

If you, cannot find your invitation email or are taken to the Producer World home page, navigate to Individual Medicare, Quick Links then Medicare Producer Contracting. If you have multiple invites, you will need to cancel all but one invite to move forward.

Aetna: Producer World welcome

Upon login to Producer World, your records will be pulled from the National Insurance Producer Registry. Be sure to update your personal and firm information with the National Insurance Producer Registry https://nipr.com/licensing-center/change-contact-info.

Aetna will then ask if you are contracting as an agency. Select YES if you are the principal of your own corporation. Select NO if you are not the principal of your own corporation.

Aetna: Agency Contracting

You will then review and sign your W-9. Complete required fields with and select the blue “Click to Sign” button.

Aetna: Click to Sign W-9

Continue and select invitation.

Aetna: Select Invitation

Now you will work your way through each contracting tab. Fill in all the mandatory fields as requested. The tab will show “incomplete” if information is missing. Note the final “Transfer” tab – this is where you will upload your Aetna transfer form if you are moving from a different upline agency. This is NOT required if you are contracting with Aetna for the first time.

Aetna: Transfer

If you are already contracted you will need to complete the Aetna Transfer Release form. If your current upline signs it, you will transfer immediately. If the form is not signed by your upline, upload the form with just your signature and you will be realigned after a 90-day waiting period. No transfers can be made between 10/1 and 12/31.

After all tabs have been completed, submit the contract for processing. You will receive a confirmation of submission. You can immediately begin Aetna certification by using Aetna certification instructions in your AGA back office portal under Sales Tools, My Sales Tools then Certifications.

IMPORTANT – Your contract will finish NOT processing until certification is complete.

Upon completion of your contract and yearly certification, you will be appointed by Aetna for Individual Medicare products in the pre-appointing states where they hold an active license. Just-in-time appointing states will be ordered after a policy is written.

Transfer/Release Policy

Transfers are not permitted or processed from October 1 – December 31. The last day to submit a notice of intent for the current year’s AEP is June 30th.

If you are currently contracted, have been with your current upline for at least three months AND have no production in the last three months you may submit a new contract. Please follow the instructions above for new contracting.

If you are contracted less than three months or have had production in the last three months, you will need to complete a new contract and upload the Aetna Transfer Release form. Please follow the instructions above for new contracting.

If your upline will not sign the Transfer form, begin a notice of intent by completing all the way to the agent portion of the Transfer form. The completed transfer must be submitted electronically via Medicare Producer Contracting via Producer World. Open Producer World>Medicare Producer Contracting>Open assigned invitation>Add Document>Upload transfer or intent to transfer. Once submitted, you will be transferred to the AGA after a 3-month interim period.

Demographic Changes

Update your personal and firm information with the National Insurance Producer Registry https://nipr.com/licensing-center/change-contact-info. Your demographics from NIPR will flow into Aetna’s contracting tool.

Log into Producer World https://www.aetna.com/about-us/login.html. Navigate to Manage your personal information > Personal/Firm profile > Firm Access Info/privileges > Personal Profile

If you have questions, just contact the Aetna Medicare Broker Services Department at 1-866-714-9301 or brokersupport@aetna.com. Normal business hours are 8 a.m. to 8 p.m. ET from Monday – Friday.

EFT Changes

Log into Producer World https://www.aetna.com/about-us/login.html. Navigate to the Compensation section. Click “Get compensation statement” then select the applicable direct deposit link (individual or firm). Submit the updated form online.

If you have questions, just contact the Aetna Medicare Broker Services Department at 1-866-714-9301 or brokersupport@aetna.com. Normal business hours are 8 a.m. to 8 p.m. ET from Monday – Friday.

Add Non-Resident State

State license, appointment and termination information should flow from NIPR into the new contracting tool.

To review licensing Log into Producer World https://www.aetna.com/about-us/login.html. Licensing and appointment>View Personal/Firm L&A>Scroll down to states and click on states for more detail.

If a state is missing email brokersupport@aetna.com, your name, NPN, non resident license, and state you would like to be contracted in that state.

Some state appointments are processed just in time, and others need an appointment prior to submitting business. Review Aetna’s Pre-Appointment State List

If you have questions, just contact the Aetna Medicare Broker Services Department at 1-866-714-9301 or brokersupport@aetna.com. Normal business hours are 8 a.m. to 8 p.m. ET from Monday – Friday.

Assignment of Commissions

Aetna’s policy is that an agent who is not LOA, or principal of an agency cannot pay to an entity other than themselves. The principal of an agency can only pay to their own agency (immediate upline), as they are contracted as an LOA under the agency technically. An LOA is contracted to pay to their immediate upline as well.

Aetna Med Supp

Contracting

Thank you for your interest in marketing Aetna Med Supp through Applied General Agency. Aetna Med Supp uses an online contracting system and we will need some information to get the process started.

Aetna Med Supp Directory

Aetna Med Supp Producer Guide 4/27/2020

To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. After you return the 5.6 Add Carrier Request you will receive an invitation with a link to begin contracting in a few days. Click on the link to begin contracting.

Aetna Med Supp: Begin Contracting

Contracting:
Click the link in the email
Click the “Start” button or enter your reference number if you are returning to a previously started application.
IMPORTANT – Be sure to save your reference number in case you need to come back to contracting application
Scroll through the screens and complete all the requested information
You will be able to upload any documents that may be needed, such as release letters or explanations for special circumstances
Review your information at the at the “Acknowledgment” page – prior to submission
Click the “Submit” button

Aetna Med Supp: Acknowledgement

You will receive an email letting you know that your contracting application has been received for processing. Processing will take approximately 7-10 business days. An email will be sent to you with your new Aetna Supplement writing number when the approval process is complete. If you have any issue during contracting, please call the support desk at 800-264-4000.

Transfer/Release Policy

Aetna Med Supp Producer Guide 4/27/2020

A letter of release is needed if you have written business within the past 6 months or have been contracted with your current upline for less than 6 months.

To transfer immediately a letter of release is needed from your current upline.

If you are unable to obtain a release, you may begin a delayed 6 month release. To begin you will need to contact the Regional Sales Specialist at Aetna to let them know you would like to change hierarchies. You will be able to switch hierarchies 6 months after making this request and can continue to write business during this waiting period.

When the 6 month waiting period is over, you will need to submit a new contract with the requested upline hierarchy.

Add Non-Resident State

Log into https://www.aetnaseniorproducts.com/ssi/index.html

To view where you are currently contracted select under My Business select profile.

States / product in purple- State Product available and Agent is appointed.
States / product in grey – State product is available and Agent is NOT appointed.

Agents can now request state appointment – Select the Agent Number you are requesting an appointment. For any state / product without an appointment (highlighted in grey), click on the company code to request appointment. Once request is submitted, it will be highlighted in “Yellow”. Please allow 48 hours to process these requests. If a valid license is available and appointment is submitted, then the state / product will be updated to purple. If no valid license is available, then appointment is not submitted. State / product will be updated to grey.

EFT Changes

To change your EFT, complete the EFT form. Either fax 855-571-3847 or electronically send to Aetna Med Supp. To electronically submit log into https://www.aetnaseniorproducts.com/ssi/index.html, select My Tools, Agent Maintenance. Request type is Agent Maintenance, Select Agent Number, upload EFT form, and submit.

 

Agewell

Contracting

Thank you for your interest in marketing Agewell through Applied General Agency. To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com with a copy of the current year’s AHIP. You will find the 5.6 in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”.

After you return the 5.6 Add Carrier Request AGA will send your paper contract to the carrier, then you can complete an in person training. 

Transfer/Release Policy

Agents can request a 6 month delayed release with completing part 1 of the Transfer Release Form. Or can complete part 1 & 2 of Transfer Release Form (where FMO signs) for an immediate transfer. Send the completed transfer form to medicarebrokerintake@agewellnewyork.com & contracting@appliedga.com

Alignment

Contracting

Thank you for your interest in marketing Alignment through Applied General Agency. Alignment uses an online contracting system, and will require you to complete your own contracting. Please allow about two hours to complete this process. You will be contracting and certifying in one sitting, when complete you should be sent a ready to sell letter. Please have your license, E&O and AHIP ready to upload.

Navigate to https://www.alignmenthealthcare.com/Partners/Brokers; click on Agent tab, and select New Agent. Enter your license, NPN and selling market.

Complete General Information. Select Applied General Agency as your contracted affiliation. Just start typing Applied and a drop down will appear for you to select Applied General Agency. Select NEXT.

Alignment: 2020 Certification

Upload Documents: Upload your current license, E&O and AHIP.

AOC Agreement: Fill your full name in Agent Signature and ensure Contracted Agency Name is Applied General Agency.

Training: Please note the following about our certification training and exam.

You need to watch the entire training video before taking the exam. The certification exam must be completed within 2 hours, or you will have to restart the training. All questions must be answered and you must achieve a score of 85% or greater. You need to pass the certification exam within 3 attempts

If you choose to come back later, to get to the training navigate to https://www.alignmenthealthcare.com/Partners/Brokers; click on Agent tab, and select New Agent. Enter your license, NPN and selling market. You will be taken to where you left off.

Transfer/Release Policy

Policy: A letter of release is required to transfer an agent if they have written business in the past six months. If no business has been submitted in the past six months then the agent is able to transfer to a new upline. Agents are allowed one upline change a year without a letter of release regardless of when they last wrote business.

Start your transfer today by emailing an Alignment transfer form to contracting@appliedga.com and AgentOnBoarding@AHCUSA.com.  Tell us you are currently contracted with another upline, would like to move to AGA, and when you last submitted Alignment business. If you are not sure when your last piece of business was submitted please reach out to Alignment at 888-793-5700.

Example Email: AGA Contracting, I am currently contracted with Alignment through Jones Agency, but I would like to transfer to AGA. I last wrote business in November of last year. Thank you, Sally Ann

The entire transfer process can take from one to three weeks.

Add Non Resident State

Log into Alignment portal, and complete state specific certifications. https://agents.alignmenthealthcare.com/ 

American National

Contracting

This is a just in time carrier, meaning we contract you at the same time you write your first piece of business. Be sure to send your applications to AGA’s Submission Department, so we can send your contracting forms and application to the carrier.

If you need product information or supplies create a support ticket in your AGA portal. Click on Sales Tools > Tickets and Messages > Add New. Select subject, add your message, then click create.

Transfer / Release Policy

Coming soon.

Aspire

Contracting

There are a limited number of agent contracts available for Aspire. To be considered for contracting Aspire you will need to conduct the majority of your business in Monterey county, and provide a marketing plan or an estimate of the business you expect to write. Please detail your qualifications in an email to BAR@appliedga.com

Transfer / Release Policy

Coming soon.

Anthem Blue Cross and Amerigroup

Contracting

Thank you for your interest in marketing Anthem Blue Cross & Amerigroup through Applied General Agency. Anthem uses an online contracting system and we will need some information to get the process started.

To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. After you return the 5.6 Add Carrier Request you will receive an invitation with a link to begin contracting in a few days. Click on the link to begin contracting. 

Once on the Anthem site, register if you are new or log in if you are and existing user. You will enter in your basic information and select your commission payment structure.

  • Commission selection – State selection needs to be complete to view all options
    • Broker – Direct pay to agent
    • Parent Agency – Commissions are paid to AGA, and AGA will pay you
    • 3 Tier Broker Owned Agency – Commission paid to the corporation you own
    • 3 Tier Agency – Not Common – You are assigning your Anthem/Amerigroup commissions to a third party that is currently contracted with Anthem.

Complete business survey, forms, EFT, and payment. Payment of state appointment fees is required if you are contracting for the first time in this state. Fees are determined by each state’s Department of Insurance.

See Anthem submission guide.

You may now begin the certification process. You can complete the certification while your contract is being processed, Instructions are in your back office portal. After the contract is processed and certification has been completed successfully, you will receive an Anthem “Welcome” letter with agent number.

Transfer/Release Policy

Current Policy for Agents Requesting Release:

  • Anthem will update the agent affiliation only if the Upline Agency grants immediate release OR a six-month waiting period has been satisfied. 

 Anthem’s Agent Release Policy is Changing – NEW Blackout Period Starting July 1, 2021

NEW Blackout Period for Agent Release:

  • Upline Agency denial of agent release requests that are submitted between July 1 and September 30, 2021 will have a blackout period and will not result in agent release and change in agent affiliation until January 2, 2022.
  • New appointment requests during the Blackout Period must include an approved release from previous Upline Agency. If this release is not included, the appointment request will not be processed until January 2, 2022.
  • A limit of one release every 12 months will be accepted for all agents without an approval from the current Upline Agency.
  • New & Faster release option for downline agents. We’ve added a NEW shorter 3-month release policy which will be in effect October 1, 2021 – June 30, 2022

 Please Note – Release requests submitted prior to July 1, 2021. Release requests denied by the current Upline Agency and submitted prior to July 1, 2021 will continue to be subject to the existing six-month waiting period.  The impacted agents will be released at the end of the six-month period.

Why are we adding a Blackout Period and a 3-month Release Option for Downline Agents?

This change protects our Agency partners during the most critical months before and during the annual Medicare open enrollment period. Offering a faster 3-month release option gives agents more flexibility.  Downline agents can continue to sell Anthem whether their Upline Agency honors their request for immediate release or requires a waiting period. 

Agent Release Timeline

Release Request Received

If Not approved,

Release Waiting Period

If approved,

Immediate Release

Through 6/30/2021

Effective 6 months post request

*Processed upon receipt

NEW – Blackout Period – 7/1/2021 through 9/30/2021

Effective 1/2/2022

*Processed upon receipt

NEW – Blackout Period Agent Release Option –

10/1/2021 through 1/1/2022

Effective 90 days post request

*Processed upon receipt

          NEW 3-month Agent Release Policy – Beginning in 2022

1/2/2022 through 6/30/2022

Effective 90 days post request

*Processed upon receipt

Demographic Changes

See Anthem submission guide

Updating contact/demographic information page 15

Producer Toolbox https://brokerportal.anthem.com/apps/ptb/login

EFT Changes

See Anthem submission guide.

Existing Brokers Changing Commission Payment Structure page 12 – 13
Existing Agents Adding or Updating Electronic Fund Transfer (EFT) page 14

Producer Toolbox https://brokerportal.anthem.com/apps/ptb/login

Changing Commission Payment Structure Note:

If the change from FMO pay to direct pay is done during the opt in window (determined by Anthem usually during the summer exact dates are determined yearly) then both new business and renewal business will pay direct starting the 1st of the new year.

If the change from FMO pay to direct pay is done during the year using the year round exception then the new business will pay direct starting the following month and renewals will pay as FMO pay until the 1st of the new year when it will start paying as direct pay.

Add Non-Resident State

To add a state new contracting forms will need to be submitted. Follow initial contracting instructions for Anthem as described above.

Assignment of Commissions

See Anthem submission guide.

Existing Brokers Changing Commission Payment Structure page 12 – 13
Existing Agents Adding or Updating Electronic Fund Transfer (EFT) page 14

Producer Toolbox https://brokerportal.anthem.com/apps/ptb/login

Astiva

Contracting

Thank you for your interest in marketing Astiva through Applied General Agency. Astiva uses an online contracting system, and will require you to complete your own contracting.

Certification Link:  http://brokerportal.astivahealth.com/ 

Please be prepared to provide the following information:

  • National Producer Number (NPN)
  • AHIP for current year
  • CA Department of Insurance License
  • E&O Coverage

Transfer/Release Policy

For an immediate transfer please send a copy of your letter of release to contracting@appliedga.com and let us know you need to transfer your Astiva contract.

If you are unable to obtain a letter of release from your current upline, Astiva can review transfers on a case by case basis. Please reach out to brokersupport@astivahealth.com and contracting@appliedga.com, to discuss your situation. 

Asuris Northwest and Regence BlueCross BlueShield

Contracting

Thank you for your interest in marketing Asuris/Regence through Applied General Agency. Asuris/Regence will send you paper contracting to complete and after they receive your contracting request and supporting documents.

Send the Asuris Contracting Request Form and supporting documents for your appointment type to contracting@appliedga.com and agentdesk@regence.com. When submitting a Producer Affiliation request as an Agency appointment, the corporation and agent must be both licensed in the states requested. Additional plans and LOBs can be added later. However, to avoid issues, it’s always best to include all that’s needed with your initial application request.

Allow 10-14 business days for the request to be processed (can take longer during times of increased activity). The Asuris Agent Onboarding team will send the producer/agency agreement to the email provided. Review, sign and complete and return agreement to agentdesk@regence.com.

Once the request is complete, you will receive a welcome email with your writing number. If a Medicare appointment to sell MA/PDP Plans was requested, agents will automatically receive an email with a link to the certification training found at Pinpoint.

    Transfer/Release Policy

    Asuris/Regence will allow agents to switch FMOs once a year. A switch will be allowed anytime between January 1st and October 1st. For an immediate transfer a letter of release from the current upline. If a release cannot be obtained an agent may begin a delayed 3-month release by requesting, in writing, a release from their current upline.

    Start your delayed 3-month transfer today by emailing your current upline, AgentDesk@regence.com, and contracting@appliedga.com. Example Email: Current upline, I would like to move my Asuris/Regence contract to Applied General Agency. Please send a letter of release at your earliest convenience. Thank you, Sally Ann

    For example, if your request is received January 1st, you will transfer to AGA for applications dated after March 1st. 

    Demographic Changes

    Email changes to AgentDesk@regence.com

    EFT Changes

    Email updated void check to AgentDesk@regence.com.

    Add Non-Resident State

    Send the Asuris Contracting Request Form and supporting documents for your appointment type to contracting@appliedga.com and agentdesk@regence.com

    Allow 10-14 business days for the request to be processed (can take longer during times of increased activity). The Asuris Agent Onboarding team will send the producer/agency agreement to the email provided. Review, sign and complete and return agreement to agentdesk@regence.com.

    Once the request is complete, you will receive a welcome email with your writing number. If a Medicare appointment to sell MA/PDP Plans was requested, agents will automatically receive an email with a link to the certification training found at Pinpoint.  

      Banner Health

      BCBS of AZ

      Contracting

      Below is the link to BCBS of AZ’s contracting and training site, as well as the course codes you will need to enter in Miramar to begin certification for each product you wish to contract under.

      Link: miramar-agent.com   BCBS AZ User Guide

      1. Agent will need to register as an Agent, and fill out all requested information (please call the helpdesk below if you encounter any unusual issues):
      2. You will be prompted to enter a Registration Pin Code to complete the “core process” (certification in which you upload your AHIP certificate and agree to Blue’s code of conduct, please enter: AZBLUE2021External
      3. Once the core process is completed, you will need to enter the following codes to complete the product specific contracts, courses and exams that you are interested in contracting for (you will need to click on “Register New Program” on your Dashboard/Landing page):

      Product Codes: 2021MAPDExternal ; 2021BlueMedSuppNOTRAINING ; 2021BluePDP

      Attachment A, be sure to indicate your FMO is Applied General Agency, Inc. 

      If you have your own Agency and have arranged to have that Agency contract through one of our FMO’s, please remember that each person in your Agency will have to fill out their own contract, using their personal information (not your Agency’s) on the contract, and each person will have to list the FMO you are contracting under as the “Producer” (not your agency’s name). It is between you and the FMO you contract under as to how your Agency will receive compensation, and how your downline will be managed.

      BCBSAZ MIRAMAR Helpdesk Support Line: (855) 864-9687 This call center is dedicated to offering technical support to help troubleshoot issues you may be experiencing with the new certification portal.

      Transfer/Release Policy

      To transfer your BCBS AZ appointment new contracting paperwork will need to be completed on miramar-agent.com. The Agency Selection will show up on your Miramar dashboard, which is the landing page upon login. They will be listed under “Active Programs”.

      Please be sure to list AGA (Applied General Agency, LLC) as your GA.  We have a broker support team, who is ready to assist you M-F from 8:00 AM- 4:30 PM with your questions or concerns at BCBSBrksupport@azblue.com or (480)389-2712. You also have a Business Development Executive that is available as well; Nemecio Cid will be your assigned business development executive, he can be reached at nemecio.cid@azblue.com.

       

      BCBSAZ MIRAMAR Helpdesk Support Line: (855) 864-9687 This call center is dedicated to offering technical support to help troubleshoot issues you may be experiencing with the new certification portal.

      BCBS of Kansas City (MO & KS)

      Contracting

      Thank you for your interest in marketing BCBS of Kansas City (MO & KS) through Applied General Agency.

      New agents email contracting@appliedga.com & PRODUCERINFO@BlueKC.COM include agent name, email, NPN indicate contracting with MA under AGA. 

      Example: BCBS KC, My name is Toby Stark, NPN 1213, please send a MA AGA-BCBS KC contracting link to tstark@appliedga.com.

      Transfer/Release Policy

      If you are not sure who you are currently contracted with log into https://agents.bluekc.com/login And select My Profile. The listed company name is your current upline.

      An agent can request a change in upline by:
      1. A written request to BCBS of KC (maproducerinfo@bluekc.com & PRODUCERINFO@BlueKC.COM & contracting@appliedga.com)

      2. If an agent is already with an agency then the agent will request a release from the current agency or wait 6 months from the written request date to BCBS of KC.

      Producer Support: 1-877-259-8657

      Blue Shield – Promise

      Contracting

      Thank you for your interest in marketing Blue Shield through Applied General Agency. To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. After you return the 5.6 Add Carrier Request AGA contracting will then send your Blue Shield contracting to the carrier. Banking information is required in order to contract with Blue Shield.

      Complete certifications using the following link, and selecting Applied General Agency, 330961867 as your agency. Choose all for legal entity if contracting with Blue Shield Classic and BSC Promise Health Plan. https://www.medicareproductcertification.com/Default.aspx

      Blue Shield: Contracting

      Transfer/Release Policy

      To change your upline to AGA log into the Blue Shield certification site. Update your agency to AGA, Agency ID 330961867. If transferring BS PHP to update assignment of commissions on the certification page to AGA
      https://www.medicareproductcertification.com/Default.aspx

      Blue Shield: Contracting Blue Shield: Medicare Certification Testing Blue Shield: License

       

       

      EFT Changes

      Complete Blue Shield EFT form then email forms to producerdepositforms@blueshieldca.com

      If you need to assign commission to a corporation, please follow the instructions below to get your corporation appointed.

      See required documents here and filled example here.
      • Producer Agreement
      • Assignment of Commission Form
      • Direct Deposit Form
      • W-9 Form

      • Your current corporate license
      • Your individual license
      • Your E&O (corporation name must be listed)

      Return all required forms to producerserviceappointments@blueshieldca.com.

      NOTES
      • Please continue to submit your applications just as you do today, listing the Agent Section with your Individual NPN and/or SSN, and FMO Section with AGA #330961867E
      • The Assignment of Commissions Form is an all or nothing form. It will assign future and past commissions for all lines of business, individual, Medicare, and Med Supp, to the one location of your choosing.
      • You may revoke or change your payee information at any time and as often as you want by notifying Blue Shield in writing.
      • If both your corporation and individual appointments exist, then only the Assignment of Commission Form needs to be completed and submitted to ProducerDepositForms@blueshieldca.com to expedite the process.
      • To check your Blue Shield appointment, search for Blue Shield in your corporate and individual appointments at this CA DOI link.
      • If you do not complete the appointment paperwork for your corporation, your commissions will be deposited into the account of your choosing, but your Blue Shield 1099 will be issued to you individually. This can be changed after the fact by working with your tax professional and submitting an additional IRS form.

      Assignment of Commissions

      Assignment of Commission Form and submitted to ProducerDepositForms@blueshieldca.com

      The Broker Assignment of Commission (AOC) form is intended for use by an individual Broker/Agent to direct/assign their individual commission and/or bonus payments to a company owned by the individual or their spouse. The assignment must meet the requirements of the Blue Shield Producer Agreement. The Agency/FMO/Company must maintain a current license issued by the California Department of Insurance and hold a Blue Shield of California appointment.

      Brand New Day

      Contracting

      Thank you for your interest in marketing Brand New Day through Applied General Agency. Brand New Day uses an online contracting system, and will require you to complete your own contracting. Please allow about two hours to complete this process. You will be contracting and certifying in one sitting, when complete you should be sent a ready to sell letter. Please have your license, E&O and AHIP ready to upload. Uploading Direct Deposit forms are not required, but highly encouraged. Watch this Agent Portal Tutorial before you register and login, this will walk you through the whole process and it only takes 5 minutes to watch! Watch the video here: https://youtu.be/uGEKuekV5TE

      Navigate to https://health.clickmedix.com/bndagent 
      INVITATION CODE: bndagent
      *invitation code must be all lowercase.

      Please click on “Register” since this is everyone’s first time using the site. Your username will be your NPN. Once logged in click Start 2022 Certification. You will update your account information, upload documents, and pass certifications. 

      Affiliated FMO Yes, Applied General Agency

      After you finish watching the 2022 Certification Video and pass the test you will get a certificate of completion. You will also receive a Ready to Sell email 3-5 business days after passing the test if all your credentialing documents are valid. Please check your junk inbox for the for email before contacting Broker Support. Your portal will also say “Ready to Sell for 2022” at the top. Once you are marked as Ready to Sell for 2022 then you will be able to pre-order enrollment kits (the link will not work if you’re not Ready to Sell).

       

      Transfer/Release Policy

      • Agents may request to change their affiliation only once per calendar year.
      • No transfers permitted October 1 – December 31st.
      • Agents can begin an immediate or 60 day release

      Immediate Release Policy:
      To receive an immediate release, agents must obtain a release letter from their current upline and complete a Request to Change Agency Affiliation form. The letter of release needs to be in writing using company letterhead, signed by the principal, with a current or future effective date of the release. Release letters must be sent to Marketing@universalcare.com & contracting@appliedga.com. Transfers must be submitted by the 15th of the month for the transfer to be effective on the first of the following month. (Example: Form is received by Jan 14th, agent is effective with new agency Feb 1st).

      Delayed 60 Day Release:
      Complete the Request to Change Agency Affiliation form and return via email to Marketing@universalcare.com & contracting@appliedga.com. In the body of the email, state your name, license number, and indicate that you would like to transfer to AGA. Example: Hello, This is John Smith, CA Lic# 0B12345, I am unable to obtain a release from my current upline, but I would like to transfer to AGA. Please process the attached Affiliation Form and begin my 60 day release to AGA. Thank you,

      Bright Health

      Contracting

      Thank you for your interest in marketing Bright Health through Applied General Agency. Bright Health uses an online contracting system and we will need some information to get the process started.

      To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. After you return the 5.6 Add Carrier Request you will receive an invitation with a link to begin contracting in a few days. Click on the link to begin contracting.

      Domain brhi

      Complete online carrier contracting, see Bright Health Agent Appointment Guide

      Transfer/Release Policy

      For an immediate transfer, please send a letter of release from your previous upline to contracting@appliedga.com and brokers@brighthealthcare.com. In the body of your email state your name, NPN and that you would like to transfer your appointment to AGA. Example, Hello, Please process my attached release, and move my Medicare appointment to AGA. Thank you, Toby Stark NPN 123456

      If you are unable to obtain a letter of release you may begin a delayed 90 day release by emailing contracting@appliedga.com and brokers@brighthealthcare.com. In your email indicate that you would like to transfer your appointment to AGA. Ex. Hello my name is Toby Stark. NPN 123456. I would like to transfer my Medicare appointment to AGA NPN 6187022, but am unable to obtain a release from my current upline. Please begin a delayed 90 day transfer to AGA. Thank you,  

      EFT Changes

      Coming Soon

      Centene – Allwell, Ascension Complete, Fidelis Care, Health Net, and WellCare

      Contracting

      Thank you for your interest in contracting to represent Centene – Allwell, Ascension Complete, Fidelis Care, Health Net, and WellCare plans through the AGA. You will be completing contracting through Centene’s online contracting system Agent Workflow.

      See Centene eContract Guide

      You will be receiving an email with a link and password to the contracting system. If you cannot find your email, you may still log into the contracting site, just reset your password.

      Click on the “Agent Onboarding” link under Open Cases. Upline Information should read as Natalie Birchard, ID 337067. Natalie is the principal of AGA and seeing her name will tie you to AGA. If your upline information lists anyone else as the upline, stop and contact contracting@appliedga.com.

      If you are contracting as a principal of an agency, be sure to select the yes box. If you are assigning commissions to someone other than yourself or your company, enter their carrier ID in the commission assignment field. Enter your name and SSN and then validate your National Producer Number (NPN).

      IMPORTANT: If you are receiving an error when validating your NPN, you may be currently contracted. Follow the transfer instructions below. If errors are received when contracting and transferring please email contracting@appliedga.com Please send us screenshots or advise of each error.

      Complete all six contracting modules and submit.

      Transfer/Release Policy

      If you are already appointed with Centene and would like to align under AGA, please log into your Agent Workflow account.

      Note: Agents must be contracted AND certified to initiate a transfer.

      See Centene Transfer Guide

      Once you are logged into Agent Workflow, select “Agent 360” at the top left. Confirm your identity by confirming ID, NPN OR SSN. If you are receiving an error, please confirm you are certified for the current year. If you are certified and the problem persists please contact contracting@appliedga.com.

      Review demographics, click next, Request Upline Change by selecting the “request Transfer” box. Enter 337067 in the Producer ID box in the transfer section, and click search. Natalie Birchard should appear as the proposed hierarchy. Natalie is the principal of AGA and seeing her name will tie you to AGA. Select the radio button and then hit the “Confirm Request” button. Toggle next until you “review and submit” changes. Click Submit.

      You will receive an email confirmation for your requested change.

      Hierarchy requests will not be approved between September 15th and December 8th.

      Demographic Changes

      Update your information on Centene’s Single Sign On Portal (SSO): http://desktop.pingone.com/cnc-callidus-brk

      See Centene Profile Changes  If it is your first time logging into Centene’s SSO, follow instruction Centene Guide

      An agent can add a corporation by submitting an agent connect ticket. Attach the W9 and the TPME agreement (signed) to the ticket. Put the request in the body of the ticket that you want the corporation to be added and compensation assigned to your newly created corporation.

      ***Note: Attachments cannot be added until after the ticket is created. Once submitted, the agent will need to go back into the ticket to add attachments.***

      EFT Changes

      Update your EFT on Centene’s Single Sign On Portal (SSO): http://desktop.pingone.com/cnc-callidus-brk

      See Centene EFT Guide

      If it is your first time logging into Centene’s SSO, follow instruction Centene Guide

      Add Non-Resident State

      Update your information on Centene’s Single Sign On Portal (SSO): http://desktop.pingone.com/cnc-callidus-brk

      See Centene License Changes

      If it is your first time logging into Centene’s SSO, follow instruction on pages Centene Guide

      Assignment of Commissions

      This is a direct pay carrier meaning agent commission will be paid directly to you. Your commission will be paid to you, unless you decide you would like to assign it somewhere else like your own corporation or employer. Commissions can only be assigned to another person or entity represented by a principal, who is currently contracted, licensed, certified, appointed (if applicable) in the state with this carrier. Assignor and assignee must both remain contracted, licensed, certified, appointed (if applicable) in the state for any commission to be issued. Assignment to AGA is not required, but if you decide to assign to AGA, AGA will then pay your agent commissions in accordance with the W-9 and AOC we have on file.

      Assignor = the party (individual/entity) that is assigning its commission
      Assignee = the party (individual/entity) that is receiving the commission

      Update your information on Centene’s Single Sign On Portal (SSO): https://wellcare.identitynow.com/login/login

      See Centene AOC

      If it is your first time logging into Centene’s SSO, follow instruction on Centene Guide

      Central

      Contracting

      Thank you for your interest in marketing Central through Applied General Agency. To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. 

      Complete CA 5.6 and Downstream Agreement Form then email both forms to contracting@appliedga.com. The Downstream Agreement Form MUST have signature and date handwritten, and needs to be submitted in order for AGA to submit your contracting forms.

      AGA will send your contracting forms to Central, then Central will give you access to their online portal and then certification can be started.

      Central Certification Instructions
      https://www.centralhealthplan.com/broker

      Transfer/Release Policy

      Agents must request a release by completing two steps
      1. Complete the agency affiliation request form and Downstream Agreement Form and email it to brokers@centralhealthplan.com & contracting@appliedga.com
      2. Email their current upline and cc:brokers@centralhealthplan.com & contracting@appliedga.com requesting a release.

      When both steps are completed Central will confirm via email

      Transfers must be submitted by the 15th of the month for the transfer to be effective on the first of the following month. (Example: Form is received by Jan 14th, agent is effective with new agency Feb 1st).

      Transfers are accepted once a year.

      Not available for 10/1 to 1/1 effective dates

      To transfer to AGA for the current year’s AEP transfers must be submitted by 9/15

      Demographic Changes

      Contact:
      Central Health Plan of California
      1540 Bridgegate Drive, Diamond Bar, CA 91765
      Phone (626) 388-2375
      Fax (626) 388-2379
      Email brokers@centralhealthplan.com

      Cigna Health Springs

      Contracting

      Thank you for your interest in marketing CIGNA through Applied General Agency. CIGNA uses an online contracting system and we will need some information to get the process started.

      To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. After you return the 5.6 Add Carrier Request you will receive an invitation with a link to begin contracting in a few days.

      The email will be from producerexpress@sircon.com, with a subject of Cigna-HealthSpring Producer Onboarding Invitation. Please be sure to check through your junk and spam folders. Click on the link to begin contracting.

      Complete online contracting, see CIGNA Walkthrough for detailed instructions.

      If you are contracting as a corporation, two contracts will need to be completed. One for you and one for your corporation.

       

      Transfer / Release Policy

      A letter of release is required if agent has written business in the past 6 months or has contracted with previous upline in the past 6 months. 

      If the agent is unable to obtain the required release or does not meet the 6 month rule, he/she will need to communicate to carl@cigna.com & contracting@appliedga.com that he/she intends to switch hierarchies in 6 months.  The communication from the agent to the contracting mailbox will serve as the start of the 6-month waiting period and we will track that date on the agent’s profile.

      EFT Changes

      Complete the CIGNA EFT Form and email to ProducerEFTSet-up@cigna.com 

      Add State

      Email a copy of your license to carl@cigna.com. Please include your name and NPN in the body of the email.

      Cigna Med Supp

      Contracting

      This is a just in time carrier except for business submitted in PA, MT and TX. meaning we contract you at the same time you write your first piece of business, except in PA, MT and TX.

      If you are submitting business in PA, MT or TX, submit a 5.6 to contracting@appliedga.com, and AGA Contracting will submit your contracting. It will take 5-10 business days to receive your CIGNA Med Supp writing number. When received you are ready to sell.

      Business outside of PA, MT or TX, be sure to send your applications to AGA’s Submission Department, so we can send your contracting forms and application to the carrier at the same time.

      If you need product information or supplies create a support ticket in your AGA portal. Click on Sales Tools > Tickets and Messages > Add New. Select subject, add your message, then click create.

      Transfer / Release Policy

      A letter of release is required if agent has written business in the past 6 months or has contracted with previous upline in the past 6 months. 

      If the agent is unable to obtain the required release or does not meet the 6 month rule, he/she will need to communicate to CSBLicensing@Cigna.com & contracting@appliedga.com that he/she intends to switch hierarchies in 6 months.  The communication from the agent to the contracting mailbox will serve as the start of the 6-month waiting period and we will track that date on the agent’s profile.

      EFT Changes

      Call 800-903-7711 or email ProducerCommissions@cigna.com to change or terminate EFT

      Clear Spring Health

      Contracting

      Thank you for your interest in marketing Clear Spring Health through Applied General Agency. Clear Spring Health uses an online contracting system and we will need some information to get the process started.

      To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. After you return the 5.6 Add Carrier Request you will receive an invitation with a link to begin contracting in a few days. Click on the link to begin contracting.

      Complete online carrier contracting, see Clear Spring Contracting Guide.

      Transfer / Release Policy

      Please complete the Clear Spring Release Policy and Transfer Form and send to Brokers@clearspringhealthcare.com and contracting@appliedga.com. For an immediate release the form must be completed in its entirity. For 30 day delayed release the form needs to be completed, except for the two upline sections.

      Please see additional notes from the carrier:

       All Clear Spring Health External Agents must follow the Clear Spring Health Release Policy when terminating or modifying any hierarchy relationship.

       Agents will not be permitted to transfer from one hierarchy to another until they have been under contract for at least 60 days.

        Agent requesting a release from its contract must wait 30 days (delayed release) following the release request and receive approval from Clear Spring Health before being permitted to contract under another hierarchy.

        The 30-day waiting period may be waived if the Agent receives an immediate release from their current hierarchy or if the agent has not submitted any new business to Clear Spring Health in 180 days or more.

        When a hierarchy change is made the Agent must remain at their existing override or commission level for 6 months before any increase can be requested by the new hierarchy.

       If the transferring entity is a General Agent all subagents that are contracted to sell with the Company will move collectively along with the General Agent during transfer.

        No releases or hierarchy changes will be processed during the annual AEP Blackout which occurs from October 1st through December 31st. Any releases requested during the AEP Blackout will be effective January 1st of the following year if a release is requested or 30 days following the release request if submitted within 30 days of December 31st. If a release is requested less than 30 days before the beginning of the AEP Blackout (without immediate release) the release will be effective January 1st of the following year.

       Agent must be in good standing with Clear Spring Health to make any hierarchy change. The General Agent or Agent may not be under investigation internally or externally, must have acceptable compliance and sales metrics, and not be in debt to the carrier.

        Impact on Book of Business:

       New Business: Any business submitted to Clear Spring Health while the General Agent or Agent was under the previous hierarchy will result in the appropriate overrides and commission being paid as indicated by the contracts and schedules in place.

       Renewals: Any Clear Spring Health renewals earned while the General Agent or Agent was under the previous hierarchy will result in the appropriate overrides and renewals being paid as indicated by the contracts and schedules in place.

      EFT Changes

      Add State

      Coming soon.

      Clever Care

      Contracting

      Thank you for your interest in contracting with Clever Care. To get started please complete the Clever Care contract and include your license, E&O and AHIP, then send to contracting@appliedga.com. Once this is done the carrier will send you a certification link.

      Transfer / Release Policy

      For an immediate transfer please send a copy of your letter of release to contracting@appliedga.com and let us know you need to transfer your Clever Care contract.

      If you are unable to obtain a letter of release from your current upline, Clever Care can review transfers on a case by case basis. Please reach out to broker@ccmapd.com and contracting@appliedga.com, to discuss your situation. 

      Clover Health

      Contracting

      Thank you for your interest in marketing Clover through Applied General Agency. To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”.

      Please begin certifications for Clover. 

      Unique Agency Registration Code: Clover2022AppliedGADirect

      • Miramar website: (https://miramar-agent.com) to the portal and access the program from your dashboard to start certification.
      • If an agent is logging in for the first time logging into Miramar then click “register as an agent”
        • Once you register as an agent, you will have to verify your SSN.
        • Agent will then enter “Registration Code” on the main dashboard.
      • If you have an account in Miramar already, please login as you normally would.
        • If you forgot your login credentials username/password/security question, please reach out to our Broker Support team brokers@cloverhealth.comor (855) 979-2236. Our team can help provide your credentials to log into Miramar if you are running into any questions.
      • If you are using an ios (Apple/Mac) platform, please make sure that you are using Chrome and not Safari. When using Safari we have experienced instances of pages not completely loading and pages that don’t allow agents to see all of the content or to proceed through the certification.
      • Make sure your pop-up blockers are disabled.
      • While uploading your license, please make sure that your name on your licenses matches EXACTLY how it does in sentinel. This is important because this stage matches to NIPR.

       

      Miramar User Guide: https://miramar-agent.com/KnowledgeBase/Article?kb=5

      Miramar Knowledge Base: https://miramar-agent.com/KnowledgeBase

      Clover Onboarding Guide 2022

      Transfer / Release Policy

      Release policy: Agents are allowed one FMO change per year (after their initial FMO selection). Agents can change FMOs only under these two conditions and need to complete the release form:
      – Agent has not produced business for Clover under his/her current FMO for at least six months
      – Or an agent can have a release signed by both parties if they have written business.

      Email the completed form to contracting@appliedga.com and brokers@cloverhealth.com

      Devoted Health Plans

      Contracting

      Thank you for your interest in contracting with Devoted Health Plans. We have top doctors, cutting edge technology, and personalized care teams that help us provide high quality healthcare to our members. We’re on a mission to make healthcare better — learn more about the Devoted Health Difference! We are excited to partner with you and look forward to working together.

      How to Access the Agent Portal. Create an account using either direct or AGA Pay.

      Devoted Direct Pay Contracting Link: Agents are paid directly by Devoted Health.

      (Not Common) Devoted Indirect Pay Contracting Link: AGA pays you for your enrollments

      Devoted Health’s Onboarding & Certification Process:

      • Account creation for Devoted Health’s Agent Portal
      • W-9 & Direct Deposit (Direct Payees only)
      • Agent Questionnaire
      • Code of Conduct Acknowledgement
      • Agent Agreement
      • Background Check Consent
      • Core Medicare Training or equivalency upload (AHIP or Pinpoint)
        • CMS Fraud, Waste & Abuse & Compliance Training
      • Devoted Certification Training & Exam
        • Agents will have 3 attempts to pass the training exam with a minimum score of 85% (If the agent is unable to pass within 3 attempts, they will need to certify for the next year)
        • Each time the exam is opened (initiated) it will count as an attempt and must be completed in one sitting (~30 min).
      • License Check
      • Appointment

      The agent’s progress will be saved if they cannot complete the certification all at once — they will be able to continue at a later time with the exception of the Devoted training exam.

      Once the appointment process for the agent’s respective state(s) is complete, agents will receive an email notification that they’re “Ready to Sell” (RTS).

      For more guidance, please refer to the Devoted Health Agent Portal Quick Start Guide or visit us at www.devoted.com/brokers. Contact us at 1-877-764-9446 or email us at agent-support@devoted.com.

        Transfer / Release Policy

        Please review Devoted Health’s Release / Transfer Policy & Timeline:

        Immediate Release

        • Brokers will need to get a release  from their upline on company letterhead or form dated with a current and future effective date of the release and signed by the principal.
        • The release letter or form must be sent via email to  agent-support@devoted.com, contracting@appliedga.com and the appropriate staff must be copied to the email communication from the releasing agency (e.g FMO, GA, etc.)
        • It will take up to 3-5 business days for Devoted to process the request.
        • All parties will be notified via email once the release has been processed.

        Delayed Release

        • If  an immediate release is not granted by a broker’s upline, a request for a delayed release can be made by sending an email to agent-support@devoted.com, contracting@appliedga.com and  your current upline.
        • Example, Hello Devoted and current upline, please begin my 3 month delayed release to Applied General Agency. Thank you, Toby Stark NPN 123456.
        • The delayed release email will start the clock for the 3 month (90 calendar days) window.
        • A broker can continue to write business until the 3 month period is satisfied.
        • All parties will be notified via email once the delayed release has been processed.
        • Please reference release timeline below for specific processing effective dates

         

        Requests Received Immediate Release Requests Effective Delayed  Release Requests Effective
        1/2 – 6/31 Processed within 5 calendar days Processed 90 days post request
        7/1 – 9/30 Processed within 5 calendar days Effective 1/2
        10/1 – 12/31 Processed within 5 calendar days Effective 4/1

        EFT Changes

        Email agent-support@devoted.com to request any updates.

        Add State

        Email agent-support@devoted.com to request an add state.

        Emblem

        Contracting

        Log into www.sentinelelite.com (Registration assistance https://miramar-agent.com/KnowledgeBase)

        Click on “Register New” and enter 2022 registration code 2022EmblemHealth1113

        Click “Start” in Programs section, complete contracting and certifications.

        Note: CT has an appointment fee and a renewal fee. If the agent writes less than 5 they will be responsible for that fee which is around $300 and the agent needs a CT license. Existing agents can add CT by entering code: Emblem2021Connecticut

        Transfer / Release Policy

        If you are with a different agency and want to move to AGA, ask your current FMO for a release, and email the release to contracting@appliedga.com.

        If an FMO will not release you, you can move to the FMO of your choice two ways.

        One, by using the FMOs registration code for the next certification period. For example, if they use another FMO’s ID for 2021 certifications, they will need to wait until 2022 certifications are available to move to AGA.

        Second, Emblem will release a broker 90 days after an email is sent to the current FMO. Please email your current upline, contracting@appliedga.com and PGreco-Cavallaro@emblemhealth.com. Please indicate you are currently contracted and would like to transfer to AGA. Example: Hello, This is John Smith, NPN 123456, I would like to transfer to AGA for Emblem. Please issue a release or I would like to start my 90 day delayed release.  Thank you,

        Gerber

        Contracting

        This is a just in time carrier, meaning we contract you at the same time you write your first piece of business. Be sure to send your applications to AGA’s Submission Department, so we can send your contracting forms and application to the carrier.

        If you need product information or supplies create a support ticket in your AGA portal. Click on Sales Tools > Tickets and Messages > Add New. Select subject, add your message, then click create.

        Global Health

        Contracting

        Coming soon (Oklahoma)

        Golden State

        Contracting

        Thank you for your interest in marketing Golden State through Applied General Agency. To get started please select link below. Be sure to upload your E&O, AHIP and CA License.

        https://signnow.com/s/gm2eG1uD?fmo=Applied%20General%20Agency%20

        You can immediately begin Golden State certification by using certification instructions in your AGA back office portal under Sales Tools, My Sales Tools then Certifications.

        Transfer / Release Policy

        If you are with a different agency and want to move to AGA, ask your current FMO for a release, and email the release to contracting@appliedga.com.

        Guarantee Trust Life

        Contracting

        This is a just in time carrier, except in PA, meaning we contract you at the same time you write your first piece of business. Be sure to send your applications to AGA’s Submission Department, so we can send your contracting forms and application to the carrier.

        If you need product information or supplies create a support ticket in your AGA portal. Click on Sales Tools > Tickets and Messages > Add New. Select subject, add your message, then click create.

        Transfer/Release Policy

        Release Contracted with NO Business:

        All agent contracts submitted to GTL that have not written business will be honored for up to six months. After this time period the agent may contract with another agency.

        Contracted with Business: 

        If an appointed sub-general agent under an agency or FMO (Field Managing Office) has written new business within the past 6 months and wishes to become contracted with another agency or FMO, GTL will require a letter of release from the current agency or FMO.
        If an appointed sub-general agency and its down line have not written business in the past 6 months, they are free to move hierarchies.
        LOA (License Only Agent): If an appointed LOA has not written business in the past 12 months, they are free to move hierarchies.

        Any transfer will not be honored if the producer has a debit balance with GTL.

        Health First

        Contracting

        Thank you for your interest in marketing Health First through Applied General Agency. Health First will send you online contracting to complete and we will need some information to get the process started.

        To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. After you return the 5.6 Add Carrier Request you will receive Health First contracting forms from the carrier in a few days.

        Links in Email to Medicare Broker Resources:

        Please note, the invite does not come from a Healthfirst email, it comes from WPM@Webcominc.com; make sure you check your spam and junk mail. Once you start the process, make sure to use Google Chrome; it will not work on Safari (Apple), Explorer or Edge properly.

        Find below a quick guide on how to initiate your onboarding:

        If you have any question and need help with your onboarding and background check, please call broker support at 855.456.3668.

        Transfer/Release Policy

        To transfer immediately a letter of release is needed from your current upline. Please send your letter of release and Transfer Release Form to contracting@appliedga.com and brokercommissions@Healthfirst.org; indicate you are transferring your Health First appointment to AGA.

        If you are unable to obtain a release, you may begin a delayed release. To begin complete the Transfer Release Form. brokers must show communication requesting release from current upline. Proof must be sent to the team at Healthfirst. To: brokercommissions@Healthfirst.org; MedicareBrokerOversight@healthfirst.org; ofernandez@Healthfirst.org; anieves@Healthfirst.org; CONTRACTING@APPLIEDGA.COM.
        After 15 days of notifying the FMO, if no response, Healthfirst will procced with the transfers/release request.

        All parties involved will be notify of the brokers FMO transfer request.

        Heartland (Hospital Indemnity Plan)

        Contracting

         This is a just in time carrier, meaning we contract you at the same time you write your first piece of business. Be sure to send your applications to AGA’s Submission Department, so we can send your contracting forms and application to the carrier.

        If you need product information or supplies create a support ticket in your AGA portal. Click on Sales Tools > Tickets and Messages > Add New. Select subject, add your message, then click create.

        If you would like to contract prior, please email contracting@appliedga.com, and let us know you would like us to send you an eContract Invite for Heartland. Please note Heartland will be charging you a $20 application fee in addition to any state appointment fees. 

        Transfer/Release Policy

        Please send a copy of your letter of release to contracting@appliedga.com and let us know you need to transfer your Heartland contracting.

        If you do not have a letter of release please email contracting@appliedga.com and let us know when you contracted and last submitted business, AGA will then work with the carrier to process your transfer. 

        Humana

        Contracting

         Thank you for your interest in marketing Humana through Applied General Agency. Humana uses an online contracting system and we will need some information to get the process started.

        To get started log into your AGA portal and obtain a 5.6 Carrier Request Form and send it to contracting@appliedga.com. You will find this form in your AGA portal under Sales Tools, My Sales Tools, Forms Library, then “5.6 Contracting Forms”. After you return the 5.6 Add Carrier Request you will receive an invitation with a link to begin contracting in a few days. Click on the link to begin contracting.

        Please note that if you are contracting for yourself and your agency, there will be separate links for your application and your agency’s application. However, you must complete both applications before they can be processed. You will have 30 days for a full contract and 10 days for an amendment to complete the invitation before it expires and it is no longer accessible. You will receive a reminder prior to the invitation expiring.

        The contracting process should take approximately 20-30 minutes. The attached Job Aid link may be helpful to you in navigating the online onboarding process.

        Humana Onboarding Job Aid

        One of the key items that often trips agents up is forgetting to electronically sign the forms. You will be prompted to scroll to the bottom of each required form to “click and sign”. When complete, make sure you double check the “sign” icons, confirming acceptance of each document. They are along the left side of the “Forms” confirmation page. You will also receive an email confirmation upon successful submission of the contract.

        Once you submit to Humana, allow 5-7 business days for processing. At that point you’ll be issued a 7 digit SAN (producer number) which can be used to register for Humana’s agent portal and begin your certification training for PDP and/or MAPD. Certification instructions are in your AGA back office portal under Sales Tools, My Sales Tools then Certifications.

        Transfer/Release Policy

        Immediate Release Policy:
        To receive an immediate release, agents must obtain a release letter from their current upline. The letter of release needs to be in writing using company letterhead, signed by the principal, with a current or future effective date of the release. Send release letter and Agent to MGA Form to AgentSupport@humana.com & contracting@appliedga.com. Please see the timeline for processing times.

        Delayed 90 Day Release
        Complete the Agent to MGA Form and return via email to AgentSupport@humana.com & contracting@appliedga.com. Please see the timeline for processing times.

        Humana: Agent Release Timeline

        Demographic Changes

        Log into https://www.humana.com. Click on your name or agency name in the top right, select Profile. Then Edit Profile Information.

        EFT Changes

        Log into https://www.humana.com. Click on Update Direct Deposit under the Commissions section.

        Add Non-Resident State

        View your current non resident appointment on www.humana.com. Navigate to Licensing & Contracts.

        Active agents can add a license by sending an email to agencymgt@humana.com. Ask for the state to be loaded on your Humana appointment. Include your SAN number and copy of the license is not needed.

        The resident license and all non-resident licenses are pulled from NIPR during the initial contracting and all are loaded upon activation.

        Assignment of Commissions

        Complete the Humana Assignment of Commission form and Email: agencymgt@humana.com or Fax: 920-339-2160
        Please include Commission Assignment Form with your SAN in the subject line of your email or fax.

        Imperial Health Plan

        Contracting

        Thank you for your interest in certifying with Imperial. To conduct enrollment with Medicare beneficiaries into any of the Imperial plans, agents must be certified in each state. 

        To obtain online certification email contracting@appliedga.com and steven.klaus@imperialhealthplan.com. Include your Name, NPN, state, Upline as AGA and email address.

        Example: Hi Steve and AGA, Please contract me with Imperial in CA under AGA. My name is Gerry Joe, NPN 123554, GIjoe@gmail.com. Thank you.

        Steve will then send you an agent online contracting and certification link.

        Any general questions can be addressed by calling Imperial’s Agent Support line 800-838-5197.

        Transfer/Release Policy

        Policy: A letter of release is required to transfer an agent if they have written business in the past six months. If no business has been submitted in the past six months then the agent is able to transfer to a new upline.

        Start your transfer today by emailing contracting@appliedga.com. Tell us you are currently contracted with another upline, would like to move to AGA, and when you last submitted Imperial business. If you are not sure when your last piece of business was submitted please reach out to Imperial’s Agent Support line 800-838-5197.

        Example Email: AGA Contracting, I am currently contracted with Imperial through Jones Agency, but I would like to transfer to AGA. I last wrote business in November of last year. Thank you, Sally Ann

        When received we will send Imperial your email and complete a form to transfer you to AGA. The entire transfer process can take from one to three weeks.

        Add Non Resident State

        To conduct enrollment with Medicare beneficiaries into any of the Imperial plans, agents must be certified in each state. 

        To obtain online certification email contracting@appliedga.com and steven.klaus@imperialhealthplan.com. Include your Name, state, NPN, Upline AGA and email address.

        Example: Hi Steve and AGA, Please contract me with Imperial in CA under AGA. My name is Gerry Joe, NPN 123554, GIjoe@gmail.com. Thank you.

        Steve will then send you an agent online contracting and certification link.

        Intervalley

        Contracting

        You can immediately begin Intervalley certification by using Intervalley certification instructions in your AGA back office portal under Sales Tools, My Sales Tools then Certifications.

        Once you have completed the training email certs@appliedga.com your in person training date and location. AGA Contracting will then confirm you are ready to sell. Intervalley will appear as “Approved” in your contracting statuses under your AGA portal then My Account then Contract & Certs

        Transfer/Release Policy

        Intervalley currently requires a letter of release to transfer uplines. Please send a copy of your letter of release to contracting@appliedga.com and let us know you need to transfer your Intervalley contracting.

        Intervalley: 909-623-6333

        LA Care

        Contracting

        Thank you for your interest in marketing LA Care through Applied General Agency. LA Care uses an online contracting system, and will require you to complete your own contracting. To get started please create an agent portal and request contracting.

        See LA Care portal and onboarding training guide. Please have your license, E&O and AHIP ready to upload.

        LA Care Broker Link http://www.lacare.org/agent-central

        Apply Now, select LA Care Cal MediConnect, Select AGA, complete basic information and submit. Once completed AGA will review your submission, then you will receive your training link

        User Notes LA Care

         

        Transfer/Release Policy

        Per LA Care, agents are only allowed to transfer once a year between January and August. If you submit a request to transfer any time after September 1st, the request will be declined. You will need to resubmit the request in January.

        LA Care request transfer by logging into Sales Force, submit a request and upload your release. LA Care transfer process

        https://lacareorg.force.com/Login

        Transfer*
        Agent submits transfer request with L.A. Care Health Plan to existing General Agency (Transfer should be processed by General Agency within 48 hours. If transfer request is not processed within 48 hours, L.A. Care Admin will follow-up with General Agency. L.A. Care Admin may escalate transfer requests if General Agency does not respond)
        L.A. Care admin will approve transfer requests within 10 business days.
        When transfer is complete, L.A. Care will notify agent via email.

        Commission (with book of business transfer)
        If transfer is approved by L.A. Care before the 5th of the month (Commission change will reflect change on the following month.)
        If transfer is approved by L.A. Care after the 5th of the month (Commission change will reflect change 2 months from the transfer complete date.)

        *Please note that transfers are not permissible between September-December, on a yearly basis.

          AGA | Blog

          Subscribe To AGA's Blog

          Join our mailing list to receive new post notifications from AGA's blog.

          You have Successfully Subscribed!